Remember all of the money people were saving during the pandemic? Matt, Lee, and Eli take a look at a new report showing how much of that could be gone by the fall season. Plus, Americans are demanding more money when presented with the opportunity to switch employers, which might be a reason for the Fed to keep rates high a bit longer. And Mach 1 Founder David Lee shares his message for finding purpose in success with his new book "Mission Focused. Purpose Driven."
Link to "Mission Focused. Purpose Driven." - https://shorturl.at/koxGR
Mach-1 Financial Group, LLC (“Mach-1”) is an SEC Registered Investment Adviser located in Rogers, AR. Mach-1 may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For full disclosures please see https://mach-1financial.com/disclosures/
Ep 65: Roth Conversions
Ep 64: Long Term Care & How to Plan For It
Ep 63: Social Security
Ep 62: Hedging, Market Changes, & Concentrated Stock Risk with David Lee and Jay Pestrichelli
Ep 61: Pros and Cons of a 401(k) Rollover
Ep 60: Phishing (not Fishing)
Ep 59: Faith and Finance with Dr. Nick Floyd
Ep 58: Communism, Capitalism, and Societies In-Between with David Chapman
Ep 57: Generosity, Grandkids, & Getting Out of Debt with Mike Frost
Ep. 56: Sports, Stewardship, & Staying Humble with Matt Walters
Ep 55: From Flying to Finance with David Lee
Current Events: Interest Rates, Child Tax Credits, & Cryptocurrency
Alternative Investment Options
Where to Stash Cash
Inflation and How to Handle It
Capital Gains Tax, Stepped-Up Basis & More.
The Non-Financial Aspects of Retirement
5 Different Types of Investing Risks - Part 2
5 Different Types of Investing Risks - Part 1
Impact on Death of a Spouse
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